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Impact Partnership Wealth’s Janus Henderson B-BBB CLO ETF JBBB Stock Holding History

Impact Partnership Wealth’s Portfolio JBBB Stock Details JBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.3M Buy
49,355
+10,292
+26% +$489K 0.28% 43
2025
Q4 		$1.86M Buy
39,063
+7,775
+25% +$372K 0.24% 47
2025
Q3 		$1.51M Buy
31,288
+17,090
+120% +$825K 0.22% 47
2025
Q2 		$684K Buy
+14,198
New +$682K 0.13% 90

Other funds holding JBBB

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $121M AUM 1.94% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Impact Partnership Wealth's JBBB Position: Q1 2026 in Review

Impact Partnership Wealth increased its Janus Henderson B-BBB CLO ETF (JBBB) stake by 26% in Q1 2026, buying an estimated $489K and bringing the position to 49,355 shares worth $2.3M. The position accounts for 0.28% of the portfolio, ranked #43.

Impact Partnership Wealth first reported a position in JBBB in Q2 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold JBBB as of Q1 2026.

  • Impact Partnership Wealth held 49,355 shares of Janus Henderson B-BBB CLO ETF worth $2.3M as of Q1 2026.
  • Impact Partnership Wealth bought 10,292 Janus Henderson B-BBB CLO ETF shares in Q1 2026, an estimated $489K.
  • Janus Henderson B-BBB CLO ETF made up 0.28% of Impact Partnership Wealth's portfolio in Q1 2026, its #43 holding.
  • Impact Partnership Wealth first reported a position in Janus Henderson B-BBB CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held Janus Henderson B-BBB CLO ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.